Wealth & Investment Management Mergers & Acquisitions:

The Expected Rapid Consolidation of the Wealth & Investment Management and WealthTech Markets Over the Coming Three-to-Five Years

Recently Released!!!
Date Published: August 16, 2023
Summary PowerPoint Deck: 461 Slides
Reference PowerPoint Deck: 2,483 Slides


The purpose of this research is to provide readers with a comprehensive understanding of the rapid consolidation taking place in the retail banking, insurance, wealth & investment management, and FinTech markets, including acquisitions by private equity firms. Retail banks have acquired other banks, brokerage firms, & investment management firms. Insurance companies have acquired other insurance companies, independent broker/dealers, and investment management firms. Full-service brokerage firms have acquired other full-service brokerage firms and investment management firms. And investment management firms have acquired one another. Originally on the sidelines, and now in the limelight, the FinTech market has also been consolidating rapidly. This research profiles the thousands of transactions that have taken place and lays the groundwork for expected mergers & acquisitions over the coming decade. This research is part of Tiburon's strategic issues series.

This research starts with a context setting chapter, and then addresses the historical phases of wealth & investment management mergers & acquisitions, including:

  • Regulation Phase
  • Initial Acquisitions Phase
  • Glass Steagall Repeal Phase
  • Wealth & Investment Management Phase
  • FinTech Phase
This research addresses wealth & investment management firms mergers & acquisitions variables & valuation metrics, as well as the leading acquisitions, and the leading acquirors.

This research defines distinct financial services industry mergers & acquisitions market segments, including:

  • Retail Bank Mergers & Acquisitions
  • Insurance Company Mergers & Acquisitions
  • Wealth & Investment Management Firm Mergers & Acquisitions
  • FinTech Firm Mergers & Acquisitions
And this research makes several future predictions for wealth & investment management mergers & acquisitions, including:

  • Substantial Growth in Wealth & Investment Management Mergers & Acquisitions
  • Fastest Growth in Wealth Management & WealthTech Firms Mergers & Acquisitions
  • Private Equity Firms Continuing as Frequent Acquirors of Wealth & Investment Management Firms
  • Continued Regulatory Pressure to Place Limitations on Large Financial Services Industry Mergers & Acquisitions Under President Biden Administration
  • Mixed Movements in Transaction Values, with Fee-Based Wealth Management Firms, Passive & Alternatives Investment Management Firms, and Recurring Fee Platform Oriented WealthTech Firms Earning the Highest Multiples

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